I would say his honesty. He shoots straight. As for negatives, I would like to hear more ways to make money, but maybe there aren’t any out there right now.
Chuck N., 77, Lawrence, Kan.
My advisor does a good job of keeping in touch, and making me feel comfortable about my assets and retirement. If there’s an area for improvement, I’d like him to really break down issues that are affecting my retirement. I think that would help.
Don R., 71, Sarasota, Fla.